Bilingual Financial Professional – Experienced

🕒 Março 31

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Addition Wealth

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💸 Finanças

💳 Fintech

🧘 Bem-estar

💰 $4.200.000 Seed Round em 2022-02

Finance • Fintech • Wellness

A Addition Wealth é uma plataforma de bem-estar financeiro que oferece expertise financeira inclusiva e acessível para indivíduos. Empregadores confiam na empresa para capacitar seus colaboradores a tomar decisões financeiras informadas por meio de soluções personalizadas. Suas plataformas oferecem suporte em: • orçamento • poupança • benefícios corporativos • quitação de dívidas • planejamento de aposentadoria • suporte tributário • compra de imóveis • poupança para educação • compensação em equity Com uma abordagem tech-forward, a Addition Wealth disponibiliza ferramentas digitais que fornecem análises de cenários e de planejamento, permitindo que os colaboradores tomem medidas práticas rumo à saúde financeira. Os colaboradores têm acesso gratuito e ilimitado a assessores financeiros certificados para discutir qualquer tema financeiro, garantindo suporte abrangente para uma ampla gama de necessidades.

Descrição

• Conduct one-on-ones with employees, and their families, at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.) • Contribute to content development, programming and product for the company • Partner with Addition Wealth’s leadership team to create frameworks for expansion

🎯 Requisitos

• CFP required • Professional working proficiency to read, write, and speak English and Spanish • CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred • Must operate own RIA • At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor

🏖️ Benefícios

• Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business – a perfect opportunity while building out your own RIA! • Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture. • Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless. • Focus on what you do best: You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you. • Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.